cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here

Reply to message

View discussion in a popup

Replying to:
AnneMariee
QuickBooks Team

Reply to message

Hello there, @waqarakram.

 

You can upload supported files with either the 3-column or 4-column format as mentioned by my colleague above. The 3-column format includes Date, Description, and Amount columns, while the 4-column format includes Date, Description, Credit, and Debit columns. These are the only columns QuickBooks can handle, and they must be in the specified order. You'll need to follow the correct format to import your transactions to QuickBooks without any issues, regardless of the file type.

 

You can check these articles out for more information on formatting and uploading your files to QuickBooks:

For future reference, here's how to review downloaded bank transactions to ensure they're under the right categories: Categorize online bank transactions in QuickBooks Online.

 

Please don't hesitate to use the reply button if you have any other concerns about importing your files into QuickBooks. I'm always here if you need further clarification and assistance, @waqarakram